U-Haul Holding Co
UHAL.B- Exchange
- NYSE
- Industry
- Services-Auto Rental & Leasing (No Drivers)
- SEC CIK
- 0000004457
No open-market purchases or sales by U-Haul Holding Co insiders were filed in the last 90 days; 333 institutions reported holding it in 13F filings for Q2 2026, worth $3.66B in total; Abrams Capital is the only superinvestor holding it.
Other share classesUHAL
13F holders, Q1 2024
Institutional positions in U-Haul Holding Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 285
- +6 vs. Q4 2023
- Shares held
- 63.0M
- −93.0K (−0.1%) vs. Q4 2023
- Total value
- $4.20B
- −$244.4M (−5.5%) vs. Q4 2023
- New holders
- 30
- 88 more added
- Sold out
- 24
- 108 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UHAL.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 333 | $3.66B |
| Q1 2026 | 297 | $2.81B |
| Q4 2025 | 313 | $2.97B |
| Q3 2025 | 336 | $3.31B |
| Q2 2025 | 323 | $3.49B |
| Q1 2025 | 324 | $3.81B |
| Q4 2024 | 314 | $4.11B |
| Q3 2024 | 292 | $4.57B |
| Q2 2024 | 282 | $3.84B |
| Q1 2024 | 285 | $4.20B |
| Q4 2023 | 281 | $4.44B |
| Q3 2023 | 253 | $3.29B |
| Q2 2023 | 280 | $3.14B |
| Q1 2023 | 278 | $3.25B |
| Q4 2022 | 268 | $3.47B |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,291,884 | $619.6M | 0.01% | +16,314+0.2% | Added |
| Yacktman Asset Management LP | 7,116,453 | $474.5M | 4.27% | −282,007−3.8% | Reduced |
| BlackRock Inc. | 5,584,244 | $372.4M | 0.01% | −3,912−0.1% | Reduced |
| Dimensional Fund Advisors LP | 3,908,487 | $260.6M | 0.07% | −279,611−6.7% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,545,220 | $236.4M | 7.38% | −118,023−3.2% | Reduced |
| FMR LLC | 3,280,159 | $218.7M | 0.01% | −68,181−2.0% | Reduced |
| Wellington Management Group LLP | 2,347,644 | $156.5M | 0.03% | −677,964−22.4% | Reduced |
| State Street Corp | 2,334,904 | $155.7M | 0.01% | +53,780+2.4% | Added |
| Smead Capital Management, Inc. | 2,176,140 | $145.1M | 2.26% | +98,640+4.7% | Added |
| Southpoint Capital Advisors LP | 1,570,000 | $104.7M | 2.07% | +807,520+105.9% | Added |
| Geode Capital Management, LLC | 1,543,064 | $102.7M | 0.01% | +47,085+3.1% | Added |
| Reinhart Partners, Inc. | 1,480,145 | $98.7M | 4.02% | −45,415−3.0% | Reduced |
| Artisan Partners Limited Partnership | 1,347,562 | $89.9M | 0.13% | −20,871−1.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,266,463 | $84.4M | 0.28% | −8,095−0.6% | Reduced |
| Scharf Investments, LLC | 1,076,381 | $71.8M | 1.94% | −63,708−5.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 953,745 | $63.6M | 0.21% | +127,560+15.4% | Added |
| Norges Bank | 923,827 | $61.6M | 0.01% | +6,394+0.7% | Added |
| Morgan Stanley | 673,930 | $44.9M | 0.00% | +44,392+7.1% | Added |
| Charles Schwab Investment Management Inc | 629,968 | $42.0M | 0.01% | −276,954−30.5% | Reduced |
| Tweedy, Browne Co LLC | 607,080 | $40.5M | 1.90% | −2800.0% | Reduced |
| Northern Trust Corp | 534,389 | $35.6M | 0.01% | −30,500−5.4% | Reduced |
| Bruce & Co., Inc. | 493,350 | $32.9M | 10.91% | −43,000−8.0% | Reduced |
| UBS Asset Management Americas Inc | 371,780 | $24.8M | 0.01% | +1,319+0.4% | Added |
| Bank of New York Mellon Corp | 357,808 | $23.9M | 0.00% | −23,781−6.2% | Reduced |
| Third Avenue Management LLC | 294,413 | $19.6M | 3.13% | 00.0% | Unchanged |
| Swiss National Bank | 290,731 | $19.4M | 0.01% | −11,700−3.9% | Reduced |
| Harspring Capital Management, LLC | 290,000 | $19.3M | 4.56% | 00.0% | Unchanged |
| Invesco Ltd. | 285,984 | $19.1M | 0.00% | +55,191+23.9% | Added |
| Janus Henderson Group PLC | 274,493 | $18.3M | 0.01% | −5,930−2.1% | Reduced |
| Nuveen Asset Management, LLC | 254,247 | $17.0M | 0.01% | +2,511+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 239,997 | $16.0M | 0.07% | +15,139+6.7% | Added |
| First Trust Advisors LP | 237,718 | $15.9M | 0.02% | +159,235+202.9% | Added |
| Systematic Financial Management LP | 234,922 | $15.7M | 0.44% | −230.0% | Reduced |
| CI Private Wealth, LLC | 232,557 | $15.7M | 0.03% | +3,789+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 227,779 | $15.2M | 0.01% | −5,479−2.3% | Reduced |
| Legal & General Group Plc | 217,707 | $14.5M | 0.00% | −6,423−2.9% | Reduced |
| California State Teachers Retirement System | 197,973 | $13.2M | 0.02% | +9,408+5.0% | Added |
| Vision Capital Management, Inc. | 185,472 | $12.4M | 1.84% | −1,112−0.6% | Reduced |
| Deutsche Bank AG | 171,666 | $11.4M | 0.01% | +10,706+6.7% | Added |
| Punch & Associates Investment Management, Inc. | 158,165 | $10.5M | 0.60% | +3,312+2.1% | Added |
| Wells Fargo & Company | 155,467 | $10.4M | 0.00% | −27,074−14.8% | Reduced |
| Point72 Asset Management, L.P. | 149,852 | $9.99M | 0.03% | +149,852 | New |
| Financial Counselors Inc | 145,897 | $9.73M | 0.16% | +3,550+2.5% | Added |
| Winmill & Co. Inc | 143,370 | $9.56M | 2.72% | 00.0% | Unchanged |
| Rhumbline Advisers | 142,418 | $9.50M | 0.01% | −70.0% | Reduced |
| Credit Suisse AG | 127,184 | $8.48M | 0.01% | −3,645−2.8% | Reduced |
| Royal Bank of Canada | 119,752 | $7.99M | 0.00% | +3,576+3.1% | Added |
| American Century Companies Inc | 112,576 | $7.51M | 0.00% | +20,931+22.8% | Added |
| RK Asset Management, LLC | 110,932 | $7.40M | 6.02% | −1,194−1.1% | Reduced |
| Zuckerman Investment Group, LLC | 110,861 | $7.39M | 0.84% | +4,322+4.1% | Added |
| Great West Life Assurance Co | 105,758 | $7.06M | 0.01% | +57,218+117.9% | Added |
| Goldman Sachs Group Inc | 102,955 | $6.87M | 0.00% | −24,593−19.3% | Reduced |
| Swedbank AB | 102,445 | $6.83M | 0.01% | +8,059+8.5% | Added |
| Schwartz Investment Counsel Inc | 97,200 | $6.48M | 0.24% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 94,685 | $6.31M | 0.05% | −507−0.5% | Reduced |
| Bank of America Corp | 90,034 | $6.00M | 0.00% | +58,415+184.7% | Added |
| New York State Common Retirement Fund | 89,058 | $5.94M | 0.01% | −12,291−12.1% | Reduced |
| Envestnet Asset Management Inc | 88,881 | $5.93M | 0.00% | +8,934+11.2% | Added |
| Mraz, Amerine & Associates, Inc. | 88,175 | $5.88M | 1.11% | −322−0.4% | Reduced |
| Diversified Investment Strategies, LLC | 84,291 | $5.62M | 3.78% | −370−0.4% | Reduced |
| JPMorgan Chase & Co | 80,694 | $5.38M | 0.00% | −9,548−10.6% | Reduced |
| Storebrand Asset Management AS | 77,162 | $5.15M | 0.02% | +50,872+193.5% | Added |
| Renaissance Technologies LLC | 74,700 | $4.98M | 0.01% | +18,600+33.2% | Added |
| Colony Capital, Inc. | 71,631 | $4.78M | 0.43% | +400+0.6% | Added |
| State Board of Administration of Florida Retirement System | 91,318 | $4.73M | 0.01% | −9,593−9.5% | Reduced |
| Barclays PLC | 66,798 | $4.45M | 0.00% | −2,613−3.8% | Reduced |
| Victory Capital Management Inc | 65,757 | $4.38M | 0.00% | +13,042+24.7% | Added |
| Ameriprise Financial Inc | 64,246 | $4.28M | 0.00% | −2,100−3.2% | Reduced |
| Amundi | 68,884 | $4.28M | 0.00% | +4,090+6.3% | Added |
| Knightsbridge Asset Management, LLC | 60,026 | $4.23M | 1.20% | 00.0% | Unchanged |
| UBS Group AG | 63,131 | $4.21M | 0.00% | −33,243−34.5% | Reduced |
| State of New Jersey Common Pension Fund D | 59,598 | $3.97M | 0.01% | +7,841+15.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,653 | $3.84M | 0.01% | +18,766+48.3% | Added |
| Danske Bank A/S | 57,441 | $3.83M | 0.01% | +57,441 | New |
| Kerrisdale Advisers, LLC | 55,241 | $3.68M | 1.16% | 00.0% | Unchanged |
| Andra AP-fonden | 52,300 | $3.49M | 0.06% | +52,300 | New |
| State of Wisconsin Investment Board | 52,032 | $3.47M | 0.01% | +1,745+3.5% | Added |
| Price T Rowe Associates Inc | 51,847 | $3.46M | 0.00% | +3,711+7.7% | Added |
| Richard Bernstein Advisors LLC | 51,813 | $3.45M | 0.07% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 50,928 | $3.40M | 0.01% | +36,057+242.5% | Added |
| Oppenheimer & Close, LLC | 49,353 | $3.29M | 2.85% | −200−0.4% | Reduced |
| HSBC Holdings PLC | 48,913 | $3.26M | 0.00% | −19,714−28.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 48,642 | $3.24M | 0.01% | −873−1.8% | Reduced |
| Treasurer of the State of North Carolina | 46,214 | $3.08M | 0.01% | +303+0.7% | Added |
| Russell Investments Group, Ltd. | 45,166 | $2.99M | 0.00% | +8,988+24.8% | Added |
| Mn Services Vermogensbeheer B.V. | 39,200 | $2.61M | 0.02% | +39,200 | New |
| Voya Investment Management LLC | 38,819 | $2.59M | 0.00% | −1,701−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 38,392 | $2.56M | 0.01% | −5,028−11.6% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $2.54M | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 37,570 | $2.50M | 0.11% | −2,827−7.0% | Reduced |
| Alliancebernstein L.P. | 37,227 | $2.48M | 0.00% | −540−1.4% | Reduced |
| Brasada Capital Management, LP | 36,992 | $2.47M | 0.44% | +4,692+14.5% | Added |
| Asset Management One Co.,Ltd. | 35,625 | $2.38M | 0.01% | −2,127−5.6% | Reduced |
| LPL Financial LLC | 34,841 | $2.32M | 0.00% | −423−1.2% | Reduced |
| Pacific Global Investment Management CO | 34,665 | $2.31M | 0.44% | +1,508+4.5% | Added |
| Pictet Asset Management Holding SA | 34,360 | $2.29M | 0.00% | −781−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 31,899 | $2.13M | 0.00% | −1,541−4.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 31,283 | $2.09M | 0.01% | +31,283 | New |
| Ancora Advisors, LLC | 30,408 | $2.03M | 0.05% | −2,127−6.5% | Reduced |
| Highlander Capital Management, LLC | 29,980 | $2.00M | 0.68% | 00.0% | Unchanged |